+199.8%
MPC vs BND
+14.0%
+185.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.6% | +0.4% |
| 7D | +11.2% | -1.4% | +12.7% | +10.3% |
| 30D | -14.5% | +0.6% | -15.1% | -14.2% |
| 3M | +16.7% | -1.6% | +18.3% | +15.6% |
| 6M | +67.6% | -1.5% | +69.1% | +66.2% |
| YTD | +157.9% | -1.5% | +159.4% | +155.6% |
| 1Y | +116.7% | -1.1% | +117.7% | +114.8% |
| 3Y | +199.8% | +13.6% | +186.2% | +192.8% |
| All | +199.8% | +14.0% | +185.8% | +192.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BND wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling